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Do you have a complicated financial life? You really need a team approach. The role of the CPA in your financial future is really crucial. They should be sitting, maybe not at the head of the table, but they should be sitting at the table. And who else is at that table? Obviously you’re at the head of the table, but the estate planning attorneys at the table, the financial advisors at the table, and so is the banker.

For example, high net worth developer, client of mine, multi-state. He had very poor corporate structure, no asset protection. We meet with them, look over all of the asset protection from a tax perspective for the future with the estate planning attorney, and basically we’re able to recreate a really solid set of financial statements so that he can get new financing for new projects.

And in the end, structure wise and retirement savings wise, we saved him a couple million dollars. To protect your financial future, choose a team player. Give us a call.